DIS vs HON: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Honeywell International Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
The Walt Disney Company ยท Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
Honeywell International Inc. ยท Industrials
$229.01
-14.5% upside to fair value
Grade D
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(16.6x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
DIS |
HON |
| Current Price |
$103.89 |
$229.01 |
| Fair Value Estimate |
$150.64 |
$195.88 |
| Upside to Fair Value |
+45.0%
|
-14.5%
|
| Market Cap |
$180.4B |
$145.1B |
| Forward P/E |
16.6x
|
32.4x
|
| EV / EBITDA |
11.4x
|
23.4x
|
| Price / Sales |
1.9x
|
4.0x
|
| Price / FCF |
25.4x
|
35.3x
|
| Revenue Growth YoY |
+6.5%
|
-6.9%
|
| Gross Margin |
37.2%
|
36.9%
|
| Operating Margin |
15.5%
|
14.9%
|
| Return on Equity |
10.3%
|
23.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.94%
|
2.83%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent โฆ
Honeywell International Inc. operates as a diversified industrial conglomerate with leading market positions in aerospace, building automation, industrial automation, and energy solutions. The company benefits from a durable competitive moat with 20-40%+ market share in key niches such as avionics and aerospace systems. Despite strong free cash flow generation and a consistent dividend supported โฆ
Accumulation Zones
| Metric |
DIS |
HON |
| Zone Low |
$112.98 |
$146.91 |
| Zone High |
$128.04 |
$166.50 |
| In Buy Zone? |
Yes
|
No
|